Donaldson Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.8M | Sell |
|
|||||
|
2025
Q2 | $29.1M | Sell |
|
|||||
|
2025
Q1 | $42.7M | Buy |
|
|||||
|
2024
Q4 | $36.3M | Buy |
|
|||||
|
2024
Q3 | $36.8M | Buy |
|
|||||
|
2024
Q2 | $38.6M | Sell |
|
|||||
|
2024
Q1 | $39.7M | Sell |
|
|||||
|
2023
Q4 | $37.5M | Sell |
|
|||||
|
2023
Q3 | $43.4M | Buy |
|
|||||
|
2023
Q2 | $39.5M | Buy |
|
|||||
|
2023
Q1 | $40.1M | Buy |
|
|||||
|
2022
Q4 | $43.4M | Buy |
|
|||||
|
2022
Q3 | $34.1M | Buy |
|
|||||
|
2022
Q2 | $28.3M | Buy |
|
|||||
|
2022
Q1 | $30.6M | Buy |
|
|||||
|
2021
Q4 | $21.4M | Buy |
|
|||||
|
2021
Q3 | $18M | Buy |
|
|||||
|
2021
Q2 | $18.1M | Buy |
|
|||||
|
2021
Q1 | $17.1M | Buy |
|
|||||
|
2020
Q4 | $364K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $324K | Sell |
|
|||||
|
2020
Q1 | $304K | Sell |
|
|||||
|
2019
Q4 | $665K | Sell |
|
|||||
|
2019
Q3 | $676K | Sell |
|
|||||
|
2019
Q2 | $815K | Sell |
|
|||||
|
2019
Q1 | $813K | Sell |
|
|||||
|
2018
Q4 | $726K | Sell |
|
|||||
|
2018
Q3 | $1.07M | Buy |
|
|||||
|
2018
Q2 | $820K | Buy |
|
|||||
|
2018
Q1 | $713K | Hold |
|
|||||
|
2017
Q4 | $783K | Hold |
|
|||||
|
2017
Q3 | $735K | Sell |
|
|||||
|
2017
Q2 | $783K | Sell |
|
|||||
|
2017
Q1 | $842K | Sell |
|
|||||
|
2016
Q4 | $1.07M | Sell |
|
|||||
|
2016
Q3 | $954K | Buy |
|
|||||
|
2016
Q2 | $926K | Buy |
|
|||||
|
2016
Q1 | $821K | Sell |
|
|||||
|
2015
Q4 | $965K | Sell |
|
|||||
|
2015
Q3 | $861K | Sell |
|
|||||
|
2015
Q2 | $1.56M | Sell |
|
|||||
|
2015
Q1 | $2.46M | Sell |
|
|||||
|
2014
Q4 | $13M | Sell |
|
|||||
|
2014
Q3 | $14.9M | Buy |
|
|||||
|
2014
Q2 | $16.2M | Buy |
|
|||||
|
2014
Q1 | $13.5M | Buy |
|
|||||
|
2013
Q4 | $14.1M | Buy |
|
|||||
|
2013
Q3 | $13.5M | Sell |
|
|||||
|
2013
Q2 | $13.2M | Buy |
|